Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Chiong has been in the financial industry since November 1999. Jane is currently registered with Avantax Investment Services, Inc. in New York. Jane holds a Series 6 and Series 63 securities license and the SIE exam. Jane has been registered with Avantax Investment Services, Inc. since October 2005. Previously, Jane was registered with American Portfolios Financial Services, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc. and Investec Ernst & Company. Jane is licensed in California, New Jersey, New York and Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
10/10/2005 - Present
Avantax Investment Services, Inc. (NEW YORK NY)
NY
09/23/2005 - 10/06/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
CA
08/01/2003 - 09/29/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/16/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
11/17/1999 - 02/08/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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